We are seeking a highly motivated and analytically driven Principal Financial Analyst to join our Financial Planning & Analysis (FP&A) team. In this role, you will serve as a trusted financial partner to key business units, providing strategic insights, financial modeling, and data-driven recommendations that influence critical business decisions. This is a high-visibility role that bridges finance and operations, requiring both technical acumen and strong stakeholder management skills.
WHAT YOU'LL DO:
We are seeking a highly motivated and analytically driven Principal Financial Analyst to join our Financial Planning & Analysis (FP&A) team. In this role, you will serve as a trusted financial partner to key business units, providing strategic insights, financial modeling, and data-driven recommendations that influence critical business decisions. This is a high-visibility role that bridges finance and operations, requiring both technical acumen and strong stakeholder management skills.
WHAT YOU'LL DO:
In our dedication to salary transparency, we provide a compensation range for each role and the final offer will be dependent on various factors, including the candidate's qualifications, relevant experience, and the organization's budget. Our hiring team will provide more information about the compensation package for this position during the interview process.
Please note that salary estimates provided by websites (LinkedIn, Glassdoor, etc.) and not by WorkWave may not accurately reflect the actual salary range for the position.
Business Partnership & Strategic Support
- Serve as the dedicated financial business partner to assigned business unit(s), building strong relationships with senior leaders and operational teams
- Translate complex financial data into clear, actionable insights that support strategic planning and decision-making
- Proactively identify financial risks and opportunities and communicate findings to business and finance leadership
- Partner with cross-functional teams including accounting, operations, sales, and HR to ensure financial alignment
Financial Planning & Analysis
- Lead the annual budgeting and quarterly forecasting processes for supported business units, ensuring accuracy and alignment with company goals
- Develop, maintain, and continuously improve financial models to support scenario analysis, variance analysis, and long-range planning
- Analyze monthly and quarterly financial results, providing meaningful variance commentary versus budget, forecast, and prior year
- Support the monthly close process in partnership with the accounting team
Reporting & Insights
- Prepare and present financial reports, dashboards, and executive-level presentations to communicate performance and trends
- Design and maintain KPI tracking tools and management reporting packages
- Drive process improvements and automation initiatives to enhance reporting efficiency and data integrity
Ad Hoc Analysis & Projects
- Lead and support ad hoc financial analysis, business case development, and investment evaluation (ROI, NPV, payback analysis)
- Participate in cross-functional strategic initiatives, M&A due diligence, or special projects as needed
WHAT YOU’LL BRING:
- Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).
- 5+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
- Deep understanding of SaaS financial metrics: ARR, GRR, NRR
- Expertise in financial modeling and Excel; experience with tools like Adaptive Insights, Anaplan, or Planful.
- Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).
WHAT YOU SHOULD KNOW ABOUT US:
- We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers
- We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses
- We openly accept others as they are and build strong partnerships based on trust
- Teamwork and collaboration is key to help our colleagues and customers solve their challenges
- Our team is energetic, fun, naturally inquisitive and eager to make an impact, we invite you to join us!